AdFi
Alexander Greene

Alexander Greene

Athens, GA
Verified Identity

Financial Advisor at

Wells Fargo Advisors

Years of Experience

17 years

Member Since

2025

Allow Me to Introduce Myself

Helping you reach your financial goals Alex Greene, CFP®, CRPC® Senior Vice President – Investment Officer CERTIFIED FINANCIAL PLANNER® ________________________________________ About Alex Greene With 17 years of experience in financial services, I work with individuals and families to develop custom...

One thing I want my clients to know about me is...

I pride myself on not just being an advisor but a strategist who knows how to win in chaos and calm.

Clientele

Wealthy Families
1st Generation Americans
Attorneys & Paralegals
Business Owners
Corporate Executives
Retirees
Surviving Spouses
High Net Worth Individuals

Services Provided

Specialties and Expertise

Pricing Models

Education

University of Alabama at Birmingham

Accounting

Obtained in 2024

Disclosures and Proof of License

SEC Profile

Advisor Disclosure

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Member FINRA/SIPC

AdvisorFinder Disclosure

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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Profile Last Updated: August 14, 2025